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Pending referral list
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Go /reporting/predefined lists/Data Monitoring

Select the New Referral List

 

  1. The primary use of this list is to identify when parental consent for assessment is received and no SSID exists yet.
  2. The secondary use of this list is to identify when the SSID is in place and the archived reporting status indicates no pending as of archive has been created yet.

 

We need to get  SSIDs before the meeting happens so we can report the pending as of parental consent MEET record.

We concur with SELPA in suggest archiving all parental consent as it comes in regardless if 'required' or not.

 

 

 

 

Looking for candidates for new SSID:

 

The easiest way to look for candidate records needing SSID is to do this:

1) Click the New Referrals predefined Data Monitoring List

2) Sort by SSID to have all blank SSID students at the top of the list

3) Look for records with both: Assmt. Plan Received Date and Y for Assmt. Perm?

 

In screenshot below, there are 5 candidate preschool records needing SSID to be applied for.

Even if student wont be attending, just referred. A one day district level enrollment is needed minimally to get SSID to report the SWDS and MEET records from the results of the Initial Evaluation regardless the outcome.

 

 

 

 

 

 

For Fall 1, we will want to find all meetings where parent consent is prior to 10/2/2024 and the meeting will happen.
We need pending as of parental consent date archives made.

 

 

Archived Reporting Status:

Unreported - No pending as of archive created
Unreported for MM/DD/YYYY- Pending as of created, not sent to CALPADS yet

Complete- most recent archive (pending as of) reported to CALPADS

 

We can't archive the Pending As Of (parental consent date) until SSID is in place.

 

Click on the Assmt. Perm? Column that has Y/N answers in it.

Get all the Y values at the top.

If any  of the Y values don't have an SSID on the left, we need to follow up with SIS team to get SSID for those students.
Either an existing one or new one, even if preschool referral that 'won't enroll' this year.  We need the SSID to report the referral in a timely manner.

If the Assmt. Plan Received date (with permission =Y) is before Census and the meeting will be after, we need to archive the pending as of (parental consent) MEET record.

 

Once the SSID has been obtained, click HERE to see how to send the Pending As Of MEET record.

 

 

 

 

 

 

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